18
Large & Mid CapAvoid
Samco Large & Mid Cap
Samco · Direct–Growth · rank #34 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-6.4%
-6.7% vs index
3 Years
—
5 Years
—
Since launch
-10.4%
Year-by-year performance
2026
-4.2%-2.3% vs index
Why this score
Samco Large & Mid Cap scores 18/100 — #34 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility — beating 98% of peers on volatility. The main drag is its sharpe ratio (better than only 2% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio-1.44 · 2nd percentile in category
Volatility11.75 · 98th percentile in category
Expense ratio2.33% · 1st percentile in category
Fund size98.58 Cr · 1st percentile in category
Sortino ratio-1.81 · 2nd percentile in category
Alpha-13.80 · 2nd percentile in category
Top holdings
1.Laurus Labs Ltd7.73%
2.Apar Industries Ltd5.57%
3.Hitachi Energy India Ltd4.88%
4.Adani Transmission Ltd4.6%
5.Bharat Heavy Electricals Ltd4.41%
51 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.